Meeder Asset Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-20
| Closed | -$6.8K | – | 934 |
|
|
2025
Q4 | $6.8K | Sell |
20
-5
| -20% | -$1.61K | ﹤0.01% | 743 |
|
|
2025
Q3 | $8.43K | Buy |
+25
| New | +$7.83K | ﹤0.01% | 576 |
|
|
2024
Q2 | – | Sell |
-37
| Closed | -$7.13K | – | 889 |
|
|
2024
Q1 | $7.13K | Buy |
+37
| New | +$6.69K | ﹤0.01% | 594 |
|
|
2023
Q1 | – | Sell |
-264
| Closed | -$28.8K | – | 688 |
|
|
2022
Q4 | $28.8K | Sell |
264
-2,223
| -89% | -$232K | ﹤0.01% | 578 |
|
|
2022
Q3 | $205K | Buy |
2,487
+804
| +48% | +$76K | 0.01% | 571 |
|
|
2022
Q2 | $158K | Buy |
1,683
+140
| +9% | +$14.9K | 0.01% | 645 |
|
|
2022
Q1 | $172K | Buy |
1,543
+1,105
| +252% | +$136K | 0.01% | 687 |
|
|
2021
Q4 | $59K | Sell |
438
-11,167
| -96% | -$1.63M | 0.01% | 472 |
|
|
2021
Q3 | $1.55M | Buy |
11,605
+1,493
| +15% | +$203K | 0.08% | 196 |
|
|
2021
Q2 | $1.42M | Buy |
10,112
+113
| +1% | +$15.8K | 0.07% | 217 |
|
|
2021
Q1 | $1.32M | Buy |
9,999
+9,907
| +10,768% | +$1.21M | 0.07% | 220 |
|
|
2020
Q4 | $10K | Buy |
92
+25
| +37% | +$2.23K | ﹤0.01% | 988 |
|
|
2020
Q3 | $4K | Buy |
67
+16
| +31% | +$971 | ﹤0.01% | 1638 |
|
|
2020
Q2 | $3K | Sell |
51
-1,588
| -97% | -$86.4K | ﹤0.01% | 1658 |
|
|
2020
Q1 | $76K | Sell |
1,639
-11
| -0.7% | -$737 | 0.01% | 790 |
|
|
2019
Q4 | $124K | Hold |
1,650
| – | – | 0.01% | 734 |
|
|
2019
Q3 | $132K | Sell |
1,650
-20
| -1% | -$1.66K | 0.01% | 728 |
|
|
2019
Q2 | $148K | Buy |
1,670
+580
| +53% | +$51.6K | 0.01% | 653 |
|
|
2019
Q1 | $99K | Sell |
1,090
-233
| -18% | -$20.5K | 0.01% | 702 |
|
|
2018
Q4 | $95K | Sell |
1,323
-7,191
| -84% | -$590K | 0.01% | 648 |
|
|
2018
Q3 | $855K | Sell |
8,514
-2,483
| -23% | -$268K | 0.06% | 267 |
|
|
2018
Q2 | $1.16M | Buy |
10,997
+8,218
| +296% | +$847K | 0.1% | 182 |
|
|
2018
Q1 | $241K | Sell |
2,779
-2,168
| -44% | -$204K | 0.02% | 428 |
|
|
2017
Q4 | $446K | Sell |
4,947
-600
| -11% | -$50K | 0.04% | 360 |
|
|
2017
Q3 | $445K | Buy |
5,547
+1,163
| +27% | +$87.4K | 0.05% | 376 |
|
|
2017
Q2 | $309K | Buy |
4,384
+283
| +7% | +$20.6K | 0.03% | 422 |
|
|
2017
Q1 | $320K | Buy |
+4,101
| New | +$318K | 0.03% | 446 |
|
|
2016
Q2 | – | Sell |
-2,952
| Closed | -$153K | – | 903 |
|
|
2016
Q1 | $153K | Hold |
2,952
| – | – | 0.01% | 628 |
|
|
2015
Q4 | $160K | Hold |
2,952
| – | – | 0.01% | 553 |
|
|
2015
Q3 | $148K | Buy |
+2,952
| New | +$162K | 0.01% | 547 |
|
Other funds holding EVR
VPM
VCM
